This role will be responsible for providing financial support for the Consumer Mortgage production channel including but not limited to, weekly/monthly financial reporting, assisting financial planning and analysis on budget/monthly forecasts, and providing direct support to Consumer Direct and HE Leadership team.
This role will work closely with Finance and MIS partners, as well as Sales Leadership teams to develop, implement and manage financial and sales effectiveness reporting. Work will include defining key metrics to measure Home Lending Advisor performance and leading scorecard automation efforts to provide dashboard delivery at the employee, team and sales channel level. The successful candidate will drive process improvements allowing more time to be spent engaging key business partners, analyzing financial results with associated business drivers, and communicating findings with senior executives through oral and written presentations.
Additionally, position will support strategy development and execution through financial modeling and analysis for key deliveries within the channel including, but not limited to: Technology initiatives, Sales Lead Management strategies, and Sales performance and productivity measurement initiatives.
BA degree in finance or accounting
· Financial reporting experience
· Passionate problem solver and critical thinker with exceptional analytical skills
· Excellent presentation skills (written and oral)
· Strong technical data skills; proven track record of partnering with data scientists/owners to deliver analytical insights
· Strong project management skills with a proven track record of executing against deliverables
· 3+ years experience in financial analysis
· Mortgage Banking experience is preferred
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